Jarrod Owen, CFP®

I have been working in the Financial Planning Industry since 2007 where I have I gained extensive knowledge and experience working with a full spectrum of clients.
At Fennell West we provide a single contact point that caters for our clients total financial needs. While providing advice in all areas of Financial Planning, we have a strong focus on clients ‘cash flow’ that provides us the opportunity to work proactively on planning and achieving the sort of lifestyle our clients want. It’s about working side-by-side with clients to help determine where their money is going, what position they are in and how to improve this through modifying the way they think and spend. We can help clients increase their savings, re-structure bank accounts and loans, make the most of your assets and equity, implement tax saving strategies, plan for retirement and much more.
I am CFP® qualified and a member of the FPA and have also completed a Master of Business Administration (MBA) with a specialisation in Financial Planning.
Areas of Specialisation:
- Cash flow management
- Tax minimisation strategies
- Retirement planning
- Superannuation and redundancy
- Self-Managed Superannuation Funds
- Centrelink advice
- Wealth creation strategies
- Investment Advice
- Risk insurance
- Business Insurance
- Estate Planning

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CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.